MAR VISTA INVESTMENT PARTNERS LLC

Q3 2026 13F-HR Holdings

Location
Los Angeles, CA
Holdings as of
9/30/2026
Date filed
11/9/2026
Form type
13F-HR
Num holdings
33
Total value ($000)
$881,014
Net value change ($000)
-123,816 (-12.3%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MSFT 10,530 20.2%
NVDA 6,870 9.8%
MTD 2,764 11.2%
DHR 1,419 7.8%
SARO 348 2.7%
Top Reduces (Value $000, Stocks/ETFs)
ORCL -14,927 -91.1%
AAPL -11,814 -18.0%
GE -10,807 -22.2%
GEV -10,590 -34.5%
AVGO -10,324 -20.1%
SYK -8,036 -22.6%
APH -7,135 -15.6%
LIN -6,680 -18.8%
AME -6,580 -18.3%
TSM -6,458 -16.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type